New Permission Requirements for Non-Admin Users
We’re improving security by adding Edit permission requirements for non-admin users in several Salesforce Billing actions. Previously, non-admin users without Edit permissions could still change field values on several objects.
Where: This change applies to Lightning Experience in Salesforce Billing.
Who: You need Salesforce CPQ to install Salesforce Billing. Some subscriptions offer this package for an extra cost. For pricing, contact your Salesforce account executive.
How: For non-Admin users, turn on Edit access for these actions.
|Action||Edit Access Required For|
|Post an invoice||Invoice and invoice line|
|Post a credit note||Credit note, credit note line, credit note’s Status field, credit note line’s Status field|
|Post a debit note||Debit note, debit note line, debit note’s Status field, debit note line’s Status field|
|Apply tax to credit notes (standard tax or tax integrations)||Invoice, invoice line, credit note, credit note line|
|Apply tax to debit notes (standard tax or tax integrations)||Invoice, invoice line, debit note, debit note line|